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AI automation consulting that works with your existing tools. No rip-and-replace. Human-checked automation that earns its keep.

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Free Resources

AI Automation Guides & Resources

Download free guides, playbooks, and checklists to help you implement AI automation in your business. No email required.

Guide

AI Automation ROI Calculator Guide

Calculate the potential return on investment for AI automation in your business. Includes formulas, benchmarks, and a step-by-step worksheet.

What's included:

  • ROI calculation formulas
  • Industry benchmarks
  • Time savings worksheet
  • Cost-benefit analysis template
12 pagesDownload PDF
Industry Guide

Dental Practice Automation Guide

A comprehensive guide to automating your dental practice. From appointment scheduling to patient follow-ups, discover how AI can transform your practice.

What's included:

  • Appointment automation
  • Patient communication workflows
  • Insurance verification automation
  • Treatment plan follow-ups
18 pagesDownload PDF
Playbook

Legal Firm Automation Playbook

Streamline your legal practice with AI automation. Learn how to automate client intake, document generation, billing, and case management.

What's included:

  • Client intake automation
  • Document generation workflows
  • Time tracking & billing automation
  • Case status notifications
20 pagesDownload PDF
Checklist

AI Implementation Checklist

A step-by-step checklist for implementing AI automation in any business. Covers planning, execution, testing, and optimization phases.

What's included:

  • Pre-implementation assessment
  • Tool selection criteria
  • Testing & validation steps
  • Go-live checklist
8 pagesDownload PDF
Comparison

SG1 vs DIY Automation Guide

Should you hire experts or build automation yourself with Zapier, Make, or Power Automate? This guide helps you decide.

What's included:

  • DIY vs consultant comparison
  • Hidden costs of DIY automation
  • Decision framework
  • When to hire experts
10 pagesRead Guide
Guide

When NOT to Use AI Automation

Honest guidance on when automation isn't the right answer. Learn the 7 cases where you should NOT automate.

What's included:

  • 7 cases to avoid automation
  • What TO automate instead
  • Process readiness checklist
  • Honest assessment framework
8 pagesRead Guide
Methodology

AI Automation Pilot ROI Methodology

A conservative, measurable method for estimating pilot ROI before you commit to a broader rollout.

What's included:

  • Pilot ROI formula
  • Baseline metrics checklist
  • Conservative assumptions
  • 30-60 day pilot scope
10 pagesRead Guide
Framework

What to Automate First Scorecard

Prioritize workflows for an AI pilot using a simple scoring model for volume, rule clarity, risk, and payback visibility.

What's included:

  • 7-point scorecard
  • Pilot candidate thresholds
  • Industry examples
  • 30-minute workshop method
9 pagesRead Guide
Playbook

Compliance-Aware Automation Design Guide

Human-in-the-loop design patterns for workflows that need approvals, audit trails, and exception handling.

What's included:

  • Control matrix
  • Approval design rules
  • Audit trail requirements
  • Common compliance mistakes
11 pagesRead Guide
Comparison

Automation Consultant vs In-House AI Ops

Compare speed, cost, and execution risk when choosing between a consultant-led pilot and an internal AI ops hire.

What's included:

  • Cost and speed comparison
  • When to hire internally
  • Hybrid rollout path
  • Decision checklist
10 pagesRead Guide
Strategy

Pilot-First vs Full Transformation

Decide between a staged pilot-first rollout and a broader transformation program using practical readiness criteria.

What's included:

  • Rollout model comparison
  • Readiness criteria
  • Pilot trap warnings
  • Recommended sequence
9 pagesRead Guide

Frequently Asked Questions

Are these resources really free?

Yes, all resources on this page are completely free to download. No email required, no strings attached. We believe in providing value upfront.

Who are these guides designed for?

Our guides are designed for business owners, operations managers, and decision-makers who want to understand how AI automation can improve their business processes.

How current are these resources?

All resources are updated regularly to reflect the latest AI automation trends and best practices. Each PDF includes a "Last Updated" date.

Can I share these resources with my team?

Absolutely! We encourage you to share these resources with your team, colleagues, and anyone who might benefit from them.

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